AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

November 23, 2019

AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs.

(9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model.

(27:58) A listener from New Mexico asks about filing for Social Security before full retirement age.

(32:35) A listener from an unknown state praises “Gym & Piss’s” podcast (or should they be called Gin & Tonic instead??) 🙂

(37:30) A New Jersey listener asks an RMD question as it relates to deferred variable annuities which have since been annuitized.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.